Documentation > Dashboard
This is the home page of your CRM. It will show alerts and notices for the entire system. This page looks different depending on who is logged in.
The Welcome message is displayed on the home page every time someone logs in. To change this default message go to Settings > Templates and choose the welcome_message template. You can use the template tag {USER_NAME} to display the current users name.
There is a more advanced method of setting the Welcome message to be different depending on the current users role (e.g. Staff member, Customer, etc..). Create the User Role first (Settings > User Roles) and then create a new template (Settings > Templates) called welcome_message_role_123 where 123 is the role_id you wish to target (visible in the URL when editing the role).